2023 Form 5500 filing — World Insurance Associates LLC Retirement Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250929230005NAL0005235507001) for World Insurance Associates LLC Retirement Trust, reported by World Insurance Associates LLC under EIN 45-3601219 and plan number 001. It reports 2,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250929230005NAL0005235507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- World Insurance Associates LLC
- EIN
- 45-3601219
- Plan number
- 001
- Location
- Tinton Falls, NJ
- Participants
- 2,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,570,518
- Net assets (EOY)
- $91,570,518
- Employer contributions
- $5,500,305
- Participant contributions
- $11,427,461
- Total income / additions
- $41,903,509
- Benefits paid
- $6,522,695
- Administrative expenses
- $75,851
- Total expenses
- $6,598,546
- Net increase / (decrease)
- $35,304,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $75,851 | $0 |
| Fidelity Investments | NONE | $0 | $0 |